Creating an approval document
Approval documents allow business stakeholders to approve items either with a digital signature or without one. This topic explains how to create an approval document.
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To begin, select a book. You'll be taken to the Book editor.
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For signature approval, you can add a new document or select an existing one to be reviewed and signed. Select the Review Book tab to view documents as approvers will view them.
Note
Only finalized documents can be turned into approval documents. See Approving and unapproving documents for more information.
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Select a document from the navigation panel to open it on your screen.
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To turn the document into an approval document, select Create... The Create window appears.
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To create a signature approval, select Signature approval. For more information, see Creating a signature approval.
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To create a custom approval, select Custom approval. For more information, see Creating a custom approval.
